A new client forgot to tag me so their note was missed. Surely it should expect a tagged person or at least there should be an alert if you are about to add a note with nobody tagged. After all, you can't send an email without a recipient but notes can be added and just stay there unread until we happen to go in.
Describe the Challenge | We are trying to avoid that client instructions are not missed because they forget, or fail to, tag us. |